How to check mutual fund performance in Groww?

Investments Mutual Funds
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Last week i started using Groww , as i am new to it i am facing some trouble . I wanted to know that how can i check my mutual fund performance in Groww ?

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By following the below mentioned points you’ll be able to check your mutual fund performance in Groww :-

1. Access your Dashboard:

First, open the Groww app and go to the “Mutual Funds” section. Then, click on the “Dashboard” tab at the top or the “GO TO DASHBOARD” button to see a comprehensive view of all your investments.

2. Track SIPs:

If you have SIPs, you can find them under the “Mutual Funds” section. Click on the “SIPs” tab to see a list of all your active SIPs. You can then click on any specific SIP to view its details, including its performance.

3. Track External Investments:

If you have external mutual fund investments (investments not made through Groww), you can track them by going to the “Mutual Funds” section and then clicking on “Track funds” under “Quick Access”. You may need to enter your email ID and OTP to track these external investments.

4. Analyze Portfolio:

For a more in-depth analysis, you can use the “Portfolio Analysis” feature, which can be found within the “Stocks” tab under “Holdings”.

5. Check NAV:

To find the latest Net Asset Value (NAV) of a specific fund, you can search for the fund in the app and the NAV will be displayed under the fund’s name.

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  1. Login to Groww App/Website – Open the Groww app or website and log in with your registered account.
  2. Go to ‘Explore’ Section – From the homepage, tap on the Explore or Search option.
  3. Search the Mutual Fund – Enter the name of the mutual fund you want to check.
  4. Open the Fund Page – Click on the fund to view its detailed profile.
  5. Check Fund Returns – You can see past performance across timeframes (1Y, 3Y, 5Y, Since Inception).
  6. Compare with Benchmark – Groww shows how the fund has performed compared to its benchmark index.
  7. Check Risk & Rating – Look at risk level (Low/Moderate/High) and ratings by Value Research or Morningstar.
  8. View Portfolio Holdings – See top stocks, sectors, and asset allocation of the fund.
  9. Track NAV Trends – Review the Net Asset Value (NAV) history and growth over time.
  10. Check Expense Ratio & AUM – Important to know costs and fund size, which affect performance.